Job Details

Wealth Management Associate – Portland, OR (Hybrid)

Full-Time | Competitive Compensation + Bonus + Exceptional Benefits

A well-established, values-driven wealth management firm is seeking a Wealth Management Associate to join their growing team. This group has been serving clients for over a decade and is known for its collaborative culture, high-touch client service, and commitment to excellence.

Team members work onsite in SW Portland Monday–Thursday (7:30–4:00) and Friday (7:30–2:00). After initial training, the role offers 1–2 remote days per week

What You Will Do

Exceptional Client Service

• Serve as a primary point of contact for clients
• Anticipate client needs, address concerns, and resolve issues promptly
• Partner with custodians and investment managers
• Oversee data gathering and maintain data integrity
• Process money movement transactions per client instructions

Client Meetings

• Participate in client meetings alongside Wealth Managers
• Present ideas and concepts clearly and professionally
• Prepare meeting materials and written summaries
• Create, delegate, and manage post-meeting action items
• Coordinate logistics with clients, internal teams, and COIs

Wealth Planning

• Assist Wealth Managers in producing financial plans

Client Onboarding

• Oversee and coordinate the full onboarding process

Mentorship

• Delegate tasks to Client Service Associates
• Assist with training and development of new or newly promoted team members

Experience & Skills

• 2+ years of client service experience within the wealth management industry
• Bachelor's degree (Finance or related field preferred)
• Series 65 and FPQP/first CFP module—or willingness to obtain within 12–18 months (firm-paid)
• Proficiency in Microsoft Outlook, Word, Excel, PowerPoint
• Experience with CRM and financial planning/portfolio systems (Salesforce, eMoney, Tamarac, or similar) is a plus
• Excellent written and verbal communication skills
• Highly organized with strong follow-through
• Ability to manage tasks independently and effectively prioritize

Compensation & Benefits

This firm evaluates candidates individually and offers competitive compensation based on experience.

Base Salary: Typically $80k–$90k

Bonus: Annual performance-based bonus

Benefits:

• Fully paid medical, dental, and vision
• Fully paid short-term & long-term disability
• Fully paid life insurance
• 401(k): 100% match up to 4%
• Equity: Opportunity to purchase equity and become an owner
• PTO: 16–26 days + 10 holidays + paid volunteer day

Professional Development:

• 100% paid training, certifications, licensing, and professional dues
• Formal mentoring program

Additional Perks:

• Parking or transit contribution
• Wellness reimbursement
• Paid sabbaticals every 10 years
• Anniversary bonuses every 5 years
• Team-building events